CASES IN FINANCIAL PLANNING
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CASES IN FINANCIAL PLANNING

by Michael A. Dalton

Finance business education Case Studies
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A practical collection of financial planning cases that helps students and professionals develop analytical skills and client-focused strategies across retirement, investments, insurance, and tax topics.

ISBN-13 9781946711687 ASIN 1946711683 Views 183 Publisher Money Education Year 2019 Edition 4th Format Paperback Product Group Book Created March 16, 2026 Updated August 16, 2026
About This Book

CASES IN FINANCIAL PLANNING presents a series of real-world scenarios to help readers apply financial planning concepts.

The cases cover key areas such as retirement, investments, insurance, and tax planning.

Designed for students and professionals, the book emphasizes analytical thinking and client-focused solutions.

Each case encourages the development of comprehensive strategies using current financial principles.

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I will be using this book for:
3 total votes